+236.7%
IQV vs APD
+166.7%
+70.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.1% |
| 7D | -2.2% | -3.3% | +1.0% | -0.6% |
| 30D | +8.3% | -4.2% | +12.5% | +10.5% |
| 3M | +44.6% | +5.4% | +39.1% | +39.9% |
| 6M | +52.6% | +6.3% | +46.3% | +45.9% |
| YTD | +16.1% | +20.3% | -4.2% | +3.3% |
| 1Y | +37.3% | +1.6% | +35.7% | +33.0% |
| 3Y | +21.6% | +4.0% | +17.6% | +12.6% |
| 5Y | +0.5% | +23.3% | -22.8% | -18.3% |
| All | +236.7% | +166.7% | +70.1% | +72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling